Investment Objective of Kotak Large & Mid Cap Fund
Kotak Large & Mid Cap Fund, formerly known as Kotak Equity Opportunities Fund, seeks to generate capital appreciation for investors by primarily investing in equities and equity related instruments. The scheme primarily invests in large and mid cap companies from various sectors, which look attractive based on the growth pattern of the economy.
Investment Strategies of Kotak Large & Mid Cap Fund
- The fund maintains at least 35% allocation each in large cap and mid cap companies.
- The fund identifies investment opportunities in sectors registering strong company performance and high growth potential.
- It follows the GARP (Growth at a Reasonable Price) investment approach.
- The selection of large cap and mid cap stocks is based on valuations, bottom-up research and the overall market outlook.
Who Should Invest in Kotak Large & Mid Cap Fund?
- Investors having an investment horizon of 5 years and above and seeking exposure to both large and mid caps through a single mutual fund scheme
- Investors seeking exposure to current market leaders as well those having the potential to become market leaders in future